Institutional Ownership Ishares Msci Kld 400 Social Et (DSI)
This table provides information about the institutional ownership of Ishares Msci Kld 400 Social Et (DSI). We have compiled data on the 615 institutions that hold shares in the stock, with a total of 27.6 Million shares, which have been reported (via 13F filing form) to have a value of $2.83 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Clearstead Trust, LLC
Portland, ME |
Feb 10, 2025 Q4 2024 |
1,877
shares
|
$193,706
0.05% of portfolio
|
Q2 2021
New holding
|
|
|
Frederick Financial Consultants, LLC
Frederick, MD |
Feb 13, 2025 Q4 2024 |
1,864
shares
|
$192,364
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Feb 06, 2025 Q4 2024 |
1,855
shares
|
$191,436
0.01% of portfolio
|
Q4 2024
Reduced 1.07%
|
|
|
Towercrest Capital Management
Newtown, PA |
Feb 11, 2025 Q4 2024 |
1,854
shares
|
$191,332
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Feb 13, 2025 Q4 2024 |
1,842
shares
|
$190,094
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Gts Securities LLC
New York, NY |
Feb 18, 2025 Q4 2024 |
1,841
shares
|
$189,991
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Benchmark Financial Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
1,825
shares
|
$188,340
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Jan 31, 2025 Q4 2024 |
1,819
shares
|
$187,720
0.09% of portfolio
|
Q3 2023
New holding
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Jan 28, 2025 Q4 2024 |
1,780
shares
|
$183,696
0.0% of portfolio
|
Q4 2024
Reduced 8.2%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Feb 11, 2025 Q4 2024 |
1,767
shares
|
$182,354
0.11% of portfolio
|
Q3 2022
Added 23.48%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
1,764
shares
|
$182,044
0.01% of portfolio
|
Q4 2024
Added 5.06%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
1,754
shares
|
$181,012
0.02% of portfolio
|
Q1 2023
Reduced 39.83%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
1,710
shares
|
$176,472
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
Jan 17, 2025 Q4 2024 |
1,697
shares
|
$175,130
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Matrix Private Capital Group LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
1,690
shares
|
$174,408
0.11% of portfolio
|
Q3 2024
Added 65.36%
|
|
|
Sofi Wealth, LLC
|
Feb 04, 2025 Q4 2024 |
1,604
shares
|
$165,532
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
1,586
shares
|
$163,675
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
1,564
shares
|
$161,404
0.01% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Feb 13, 2025 Q4 2024 |
1,555
shares
|
$160,476
0.0% of portfolio
|
Q4 2024
Reduced 13.85%
|
|
|
Lowe Wealth Advisors, LLC
|
Jan 10, 2025 Q4 2024 |
1,388
shares
|
$143,241
0.07% of portfolio
|
Q3 2024
Reduced 12.59%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Feb 06, 2025 Q4 2024 |
1,358
shares
|
$140,145
0.07% of portfolio
|
Q2 2024
Reduced 0.44%
|
|
|
Westside Investment Management, Inc.
|
Jan 17, 2025 Q4 2024 |
1,355
shares
|
$139,836
0.03% of portfolio
|
Q3 2024
Reduced 26.76%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
1,354
shares
|
$139,732
0.01% of portfolio
|
Q4 2020
New holding
|
|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
1,324
shares
|
$136,636
0.07% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
1,300
shares
|
$134,160
0.19% of portfolio
|
Q4 2021
New holding
|